See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,091 |
Filed as: LAWLEY-COURIER ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $5,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,824 | $86,286-16.8% | $111,297-35.5% | $85,850-16.3% |
| Participation rate | 95.7% | 73.3%+22.3pp | 77.3%+18.3pp | 69.3%+26.3pp |
| Annual return | 16.15% | 19.99%-3.8pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,457 | $2,043-28.7% | $2,731-46.7% | $2,565-43.2% |
| Participant deferral / active EE | $3,407 | $3,641-6.4% | $4,487-24.1% | $3,952-13.8% |
| Admin fee / account holder | $315 | $8,188-96.2% | $7,964-96.0% | $6,260-95.0% |